Kensington Financial Advisors LLC
Kensington Financial Advisors LLC is an SEC-registered ria in Roseland, NJ with $159.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Kensington Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136346, SEC 801-64526, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $159.9M (2026-01-29)
- Firm type
- Ria
- Location
- Roseland, NJ
- Employees
- 2
- Clients
- 91
- CRD
- 136346
- Ownership
- COTTAM, DAVID, JOSEPH; FUHRMAN, DAVID, A.
How much AUM does Kensington Financial Advisors LLC have?
Kensington Financial Advisors LLC reported $159.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Kensington Financial Advisors LLC?
Disclosed owners and executives of Kensington Financial Advisors LLC include COTTAM, DAVID, JOSEPH, FUHRMAN, DAVID, A.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.